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Month: July 2021

Confusing Times And The ‘Incomprehensibly Incompatible’

July 25, 2021August 2, 2021

It’s a confusing time to be alive. In general, I mean. But also in the

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1 Comment on Confusing Times And The ‘Incomprehensibly Incompatible’

When ‘As Good As It Gets’ Ain’t All That Good

July 25, 2021July 26, 2021

Generally speaking, a market that’s forward-looking is conceptualized as a good thing. Forward-looking in this

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5 Comments on When ‘As Good As It Gets’ Ain’t All That Good

Divination

July 25, 2021July 28, 2021

There’s quite a bit to process in the new week. The July Fed meeting presents

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4 Comments on Divination

Can’t Lose

July 24, 2021July 28, 2021

Those old enough to remember “vol-pocalypse” (so, anyone over three, which covers all institutional investors,

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4 Comments on Can’t Lose

The Great Manipulators

July 24, 2021July 25, 2021

I have to admit, I do take some satisfaction in weeks like this last one.

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16 Comments on The Great Manipulators

Everyday People

July 23, 2021July 25, 2021

I often lament how out of touch most of us are with everyday people. By

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12 Comments on Everyday People

‘Doomsday Cash’ And The $4.49 Trillion Question

July 23, 2021July 30, 2021

Global equities took in another $3.3 billion over the latest weekly reporting period. It was

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8 Comments on ‘Doomsday Cash’ And The $4.49 Trillion Question

Stop The Presses, An Outflow Was Spotted In IG

July 23, 2021July 24, 2021

Stop the presses. For the first time since November, investment grade credit funds suffered an

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4 Comments on Stop The Presses, An Outflow Was Spotted In IG

As Economy Cools, Price Pressures Show Signs Of Abating

July 23, 2021July 24, 2021

The pace of expansion in the US services sector decelerated in July, the preliminary read

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A Quote That Really Ties The Room Together

July 23, 2021July 23, 2021

The Delta variant continued to dominate the news cycle Friday. At least in the very

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17 Comments on A Quote That Really Ties The Room Together

Smoke-Filled Rooms And Perma-Easing

July 22, 2021July 23, 2021

“We’re informed by past experience,” Christine Lagarde said Thursday, following the unveil of new forward

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5 Comments on Smoke-Filled Rooms And Perma-Easing

Albert Edwards: UK To US Virus Comparison ‘Not That Simple’

July 22, 2021July 23, 2021

When SocGen’s Albert Edwards delivers a “trigger warning” (underlined, with an exclamation point in the

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Jobless Claims Surge Most Since March

July 22, 2021July 23, 2021

US jobless claims surged last week, as 419,000 Americans filed for unemployment benefits. That was

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1 Comment on Jobless Claims Surge Most Since March

ECB Adopts Comically Belabored, Three-Part Rates Guidance

July 22, 2021July 22, 2021

Following the bank’s policy review and the adoption of a symmetric inflation target of 2%

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2 Comments on ECB Adopts Comically Belabored, Three-Part Rates Guidance

Human Nature

July 22, 2021July 23, 2021

Risk sentiment was firm for a third session Thursday, as global stocks aimed for their

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15 Comments on Human Nature

In Shifting Vol Landscape, One Thing Never Changes

July 21, 2021July 27, 2021

A persistent theme in these pages is the notion that monetary policy can never be

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5 Comments on In Shifting Vol Landscape, One Thing Never Changes

48 Hours

July 21, 2021July 22, 2021

You needn’t have worried, apparently. US equities effectively relegated Monday’s fairly dramatic swoon to the

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8 Comments on 48 Hours

Charlie McElligott Returns: ‘This Is How Overpositioning Tips Over’

July 21, 2021July 26, 2021

Stability breeds instability. All you need is the proverbial skier’s scream for an avalanche. By

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3 Comments on Charlie McElligott Returns: ‘This Is How Overpositioning Tips Over’

Failing The Test

July 21, 2021July 27, 2021

“The pandemic is a test and the world is failing,” WHO Director General Tedros Adhanom

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6 Comments on Failing The Test

Death & Life In Utopia For The Stupid (A Flashback)

July 20, 2021July 21, 2021

Entertaining the counterfactual reality that reflects the future as a neoliberal utopia of permissiveness, by

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12 Comments on Death & Life In Utopia For The Stupid (A Flashback)

Pavlov Lives. If Only He Were A Virologist

July 20, 2021July 21, 2021

It feels like I’ve used the word “inauspicious” at least a half-dozen times over the

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1 Comment on Pavlov Lives. If Only He Were A Virologist

Suddenly Taking It Seriously

July 20, 2021July 21, 2021

You know there’s a problem when Sean Hannity gently advises Fox viewers to “please take

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14 Comments on Suddenly Taking It Seriously

Quick! Find Some Oriented Strand Board

July 20, 2021July 20, 2021

Single-family housing starts ran at a one million+ annualized rate again in June, data out

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Kolanovic, JPMorgan Raise S&P Target, Say Fears ‘Overblown’

July 20, 2021July 27, 2021

An aggressive bond rally and the fading of 2021’s outperformance across various manifestations of the

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Selloff Reflections

July 19, 2021July 25, 2021

“Why now?”, a couple of my favorite strategists asked, in the wake of a brutal

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5 Comments on Selloff Reflections

Happy Black Monday

July 19, 2021July 20, 2021

Somebody will call it “Black Monday.” And I imagine the producers at CNBC availed themselves

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6 Comments on Happy Black Monday

‘Normal’ Is A ‘Funny Concept,’ One Bank Reminds You

July 19, 2021July 20, 2021

“Sell Treasurys and trust the expansion.” So said Morgan Stanley’s Andrew Sheets on July 18.

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3 Comments on ‘Normal’ Is A ‘Funny Concept,’ One Bank Reminds You

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 23, 2023

Fed Delivers Dovish Hike Amid Bank Crisis

March 22, 2023March 23, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

The Swiss Killed The CoCos

March 20, 2023March 21, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Most Read

  • Food, Bar Inflation Now Off The Charts In UK
    Food, Bar Inflation Now Off The Charts In UK
  • It's Not A Wage-Price Spiral. It's 'Greedflation'!
    It's Not A Wage-Price Spiral. It's 'Greedflation'!
  • Some Additional Hikes. Maybe.
    Some Additional Hikes. Maybe.
  • Ambiguous New Home Sales Suggests Prices Firmed After Drop
    Ambiguous New Home Sales Suggests Prices Firmed After Drop
  • TikTok CEO Says Xi Jinping Not Hiding In App
    TikTok CEO Says Xi Jinping Not Hiding In App

Recent Comments

  • Tommy Shelby on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • Eddie Z on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • John Liu on Households Could Sell Up To $1.1 Trillion In Stocks: Goldman
  • justmyopinion on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • John Liu on TikTok CEO Says Xi Jinping Not Hiding In App

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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